SWM
Selective Wealth Management’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-650
| Closed | -$60K | – | 738 |
|
|
2022
Q3 | $60K | Hold |
650
| – | – | 0.03% | 275 |
|
|
2022
Q2 | $65K | Hold |
650
| – | – | 0.02% | 280 |
|
|
2022
Q1 | $81K | Sell |
650
-800
| -55% | -$99.7K | 0.03% | 234 |
|
|
2021
Q4 | $169K | Hold |
1,450
| – | – | 0.07% | 139 |
|
|
2021
Q3 | $173K | Buy |
1,450
+750
| +107% | +$89.5K | 0.09% | 122 |
|
|
2021
Q2 | $93K | Buy |
+700
| New | +$93K | 0.07% | 129 |
|
|
2019
Q4 | – | Sell |
-75
| Closed | -$8K | – | 349 |
|
|
2019
Q3 | $8K | Buy |
+75
| New | +$8K | 0.01% | 188 |
|